Configure additional questions for checkout

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 1 minute to read

    • As an administrator, you can configure additional questions for full checkout to collect more information from a shopper specific to a purchase. This information is first stored in the Requisition Additional Info staging table against the purchase requisition ID that is created on checkout, and then mapped to the Purchase Requisitions table for back-end consumption.

    Before you begin

    Role required: sn_shop.procurement_administrator

    About this task

    Use a record producer to create a custom set of questions to ask shoppers during full checkout. Build this record producer in Catalog Builder using the ShoppingHub additional questions for a PR template.

    ShoppingHub additional questions for a PR template.

    A record producer can contain the following question types:
    • Text - Single-line
    • Text - Multi-line
    • Choice - Record references
    • Option - Check box
    • Choice - Dropdown (fixed values)
    • Date

    Procedure

    1. Create and add the necessary columns in the Requisition Additional Info staging table.
    2. Create and add the same columns in the Purchase Requisitions table.
    3. In Catalog Builder, configure a record producer titled Shopping Hub Additional Questions using the ShoppingHub additional questions for a PR template.
      This record producer is used to store more information from a shopper specific to a purchase.
      Note:
      For information on how to create a record producer, see Create a catalog item using a template.
    4. Navigate to ShoppingHub > Administration > ShoppingHub Configuration.
    5. Select the Additional Information for a Purchase Request configuration name associated with the Checkout configuration type.
    6. Select the Content details tab.
      ShoppingHub Configuration page showing the Content details tab and Record producer field.
    7. On the Record producer field, search for and select the Shopping Hub Additional Questions record producer.
      You must first create this record producer using the ShoppingHub additional questions for a PR template.
    8. Select Update.
    9. In Flow Designer, map the fields from the Requisition Additional Info staging table to the Purchase Requisitions table.
      Note:
      This flow is automatically triggered when a purchase requisition ID is created as a result of a checkout.